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Hobbs Wealth Management, LLC

● SEC registered since 2025CRD 325374SEC# 801-132062Zionsville, IN
Export (members)
Reg. AUM
$146.7M
Employees
6
Accounts
631
Location
Zionsville, IN

Hobbs Wealth Management, LLC assets under management

Hobbs Wealth Management, LLC operates as an SEC-registered investment adviser based in Zionsville, IN. The firm has been registered since 2025. It reports $146.7 million in regulatory assets under management and employs 6 people.

Hobbs Wealth Management, LLC owners & executives

1 reported
NameTitleOwnershipSince
David Charles Hobbs ControlManaging Member And Chief Compliance OfficerOver 75%2022

Frequently asked questions

How much does Hobbs Wealth Management, LLC manage?

Hobbs Wealth Management, LLC reports $146.7 million in regulatory assets under management on its Form ADV.

How many employees does Hobbs Wealth Management, LLC have?

Hobbs Wealth Management, LLC reports 6 employees.

Where is Hobbs Wealth Management, LLC located?

Hobbs Wealth Management, LLC is based in Zionsville, IN and has been SEC-registered since 2025.

Does Hobbs Wealth Management, LLC disclose fund performance?

Hobbs Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address75 N. Main Street, Zionsville, IN 46077
Phone317-559-2940
FaxN/A
Office hours9:00 a.m. To 4:00 p.m.
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Regulatory AUM

$146.7M▲ 26%
Jan '25 — $116.5MFeb '25 — $116.5MMar '25 — $116.5MApr '25 — $116.5MMay '25 — $116.5MJun '25 — $116.5MJul '25 — $116.5MAug '25 — $116.5MSep '25 — $116.5MOct '25 — $116.5MNov '25 — $116.5MDec '25 — $116.5MJan '26 — $116.5MFeb '26 — $146.7MMar '26 — $146.7MApr '26 — $146.7MMay '26 — $146.7MJun '26 — $146.7M
Jan '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 84%
Larger than 16% of 16,271 advisers
EmployeesTop 56%
More than 44% of 16,825 advisers

Assets under management

$146.7Mregulatory AUM
Discretionary $146.7M